JOB DESCRIPTION
As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) designation and possess a strong background in business development within the context of a bank trust department. This position offers the opportunity to work with diverse clientele and contribute to the growth and success of our wealth management services. Cultivate client base and build win-win relationships.
RESPONSIBILITIES
SKILLS
QUALIFICATIONS
Cornerstone National Bank & Trust Company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.
Cornerstone National Bank & Trust Company
05/12/2024
Palatine,IL